Asset management
(advisory)
each portfolio, like each family, is unique
Rising US Fed and other Central Banks rates around the world offer an opportunity to build a quality portfolio of high yielding securities
The process of creating the portfolio begins with the development of expectations, and then we prepare a proposal for your strategic asset allocation in accordance with the current situation
Support is based on both periodic recommendations and full transfer of the management initiative to the advisor. The client can choose between Russian and European managers
In any of the variants, you can find a full report, which is available online, and quarterly
You can own a portfolio of securities through either a personal account or a company account. The second option improves the tax consequences of income and currency revaluation
All parameters of the commissions are individual and discussed